Jeffrey Christian, Founding and Managing Director of CPM Group, a precious metals consultancy has followed, covered and advised on Gold and Silver for decades. He thinks the second half of 2024 will be stronger than the first for both metals and he says they have potential to spike in the next 12 to 18 months. 

0:00 Intro
1:25 All the Factors Driving Gold Strength
10:00 Factors Driving Gold At $2300-$2400
17:15 Impact of Bonds on Gold
22:45 Younger Investors & Gold, Silver
26:50 Gold ETF Demand
30:20 Gold Price Outlook
34:00 Silver Price Outlook
36:00 Silver in 1980 & Hunt Brothers

Gary Tanashian, ​⁠editor and publish of Notes From the Rabbit Hole (NFTRH.com) discusses the current macro, the meaning of the breakout in Gold and why Gold and gold miners will really soar after the coming bust. 

Recorded Thursday April 11

0:00 Intro
1:25 Macro View: Stagflation or Disinflation
4:30 Signals of New Inflationary Phase
6:55 In New Economic World Now
9:00 Gold Breakout is Telling Us Something
12:25 Impact of Secular Bear in Bonds
15:55 Gold Mining Fundamental Drivers
19:50 Silver Technical Target of $35
24:35 Gold/Silver Ratio
28:50 Other Markets

John Miniotis, CEO of AbraSilver discusses the company's Diablillos project, the recent pre-feasibility study and exploration upside which the company will be targeting over the months head. 

Recorded April 10, 2024

0:00 Intro
1:20 Diablillos Project Info & NPV at Current Metals Prices
3:30 Diablillos M&I Resource
5:30 Diablillos AISC
7:00 Exploration Upside
13:00 Jasperoid Target & Drilling Plan
17:40 David O'Connor, AbraSilver's Chief Geo
19:45 Financing
23:50 How AbraSilver Can Get Re-Rating
26:00 Adding High-Grade oz to Grow to 300M oz Ag-eq

Jared Dillian, author of the Daily Dirtnap and several books, argues the real reason Gold is ripping is because of impending debt monetization in the US. He discusses the breakout in Gold and lackluster sentiment towards it. He believes precious metals are in a new secular bull market.  

0:00 Intro
1:05 Those Bastards Book
2:10 People are Flat-Footed & Underinvested in Gold
3:55 Real Reason Gold is Ripping
5:45 QE, Yield Curve Control & Debt Monetization
8:00 Early Stages of Gold Breakout Move
9:20 Silver
11:15 Secular Trend
13:30 Stock Market Outlook
16:30 Herd Interest in Precious Metals
22:00 Gold Price Targets

Ryan King, Senior VP of Corporate Development & part of Calibre Mining's management team, discusses the company's acquisition of the Valentine Gold project in Newfoundland and the work and capital required to build and operate the mine successfully. He also discusses the company's potential for a re-rating.

0:00 Intro
0:58 Pronunciation of Calibre
2:10 Company Background & Operations
5:45 Valentine Gold Project
15:55 Funding for Valentine Mine Build
21:25 Risks When Mine is Operating
24:25 Low Valuation & Re-Rating Potential
29:45 Calibre Potential

Axel Merk, Merk Investments President and Chief Investment Officer at Merk Investments, who manages two Gold ETFs, analyzes Fed Policy and the Gold Market. He believes that Gold will perform even better in a hard landing and is worried a hard landing could be on the horizon. He says that retail investors are still lukewarm about Gold and that hot money has been chasing crypto and not Gold. This allows us some time to position. 

0:00 Intro
1:00 Big Picture View
3:35 Federal Reserve Policy Now
8:00 Gold vs. Stock Market
11:40 Retail Investors Still Lukewarm About Gold
14:55 Gold ETF Flows
17:05 What Could Go Wrong in Economy
19:45 Geopolitics Impact

Vince Lanci of Echo Bay Futures & GoldFix on Substack joins us to discuss the Gold market as March & the first quarter end. Vince believes that fund flows from retail and generalists into Gold ETFs will not begin until the stock market declines. He also notes recent action from Bullion Banks and groups like the World Bank and BIS indicate they are preparing for Gold to move higher. 

0:00 Intro
1:45 End of Month & Quarter Analysis
6:15 Downside Scenario
9:30 Gold vs. Bonds
14:30 When Will Retail/Generalists Buy GLD
18:40 Precious Metals Diverge from Stock Market
26:30 Reasons Gold Will Rise When Stocks Drop
35:05 Press Preparing for Gold to Rise
41:25 Silver

Greg Weldon  @GregoryWeldon analyzes the most recent developments in the economy and why we are headed for stagflation. He also analyzes Fed Policy, Gold against the Stock Market, Gold Miners, Juniors and Silver. 

0:00 Intro
1:15 Economic Summary & Outlook 
6:30 Why Fed Flinched Last Week & Labor Market
10:27 Yield Curve Control Coming?
13:55 Policy Before Yield Curve Control
16:00 Silver & $26 Resistance
18:00 Gold vs. Stock Market
21:05 Next Catalysts for Precious Metals Sector
22:00 Miners & Juniors Opportunity
26:25 Greg's Contact Info & Work

Francis Hunt,  @TheMarketSniper1 speaks about the massive debt bubble that is driving the new bull market in Gold and larger implications beyond markets. He discusses his medium term outlook for Gold, a price target and also a chunk of time on Silver and the Gold/Silver ratio. The interview is divided into chapters. 

0:00 Intro 
1:30 The Big Picture, a Massive Debt Bubble
5:10 Gold Most Recent Price Action
13:57 Gold End Game?
18:25 $3000 Gold
24:56 Best Insight from Francis
25:50 Quickening Moves & Expanding Volatility
31:05 Francis Biggest Warning
35:55 Silver Analysis
44:25 When Does Silver Run?
50:05 Big Picture Gold/Silver Ratio
55:40 Francis Final Message

Rick Rule covers quite a bit in this interview. According to Rick, investors need to better understand the companies they invest in, listen to CEO's with a track record and study what is unpopular. 

He says the current Gold & junior market reminds him of late 1975 and 2002. He says he is buying silver stocks right now and lists a handful of names. 


0:00 Intro
2:09 Investors Need to Better Understand Companies they Invest in
6:10 Listen to CEO's with a Track Record
09:15 Study What is Unpopular
14:26 Why so Difficult to be a Contrarian
16:05 Reminds me of Late 1975 & 2002
19:24 Silver Still Hated & Gold ETF Outflows
22:45 Differences b/w Silver & Gold Biz
26:26 Criteria for Junior Developers
29:23 Exploration Companies
31:38 Rick Buying Silver Stocks Right Now
36:25 Rule Investment Media & Rick's Boot Camp

In November 2023 we interviewed Robert Sinn @GoldfingerCapital on YouTube who said Gold was about to enter to Nirvana. His call was dead on.

We follow up and get his upside targets for Gold and timetables as well as his outlook for Silver. The interview is divided into chapters.

1:10 Gold to Enter Nirvana at $2200-$2400
6:45 Distinctions b/w Gold & Gold Miners
12:00 Silver Enters Nirvana When it Breaks $26
14:50 Timeline for $2400 Gold & $2700 Gold
17:30 Macro Narrative for Gold Breakout Move
23:45 When Nirvana Goes Turbo
27:30 Status of Junior Mining Sector